Indian investors rethink US equity exposure as valuations rise and rupee gains mature, experts advise rebalancing, diversification and goal based global allocations.
Indian investors are reassessing their US equity exposure after a sharp run-up in allocations, from about 15% earlier to 22–25% in many portfolios, driven by strong gains in the S&P 500 and NASDAQ 100, alongside a weaker rupee beyond ₹94.50 per dollar in April, according to industry experts.
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